401K Plan Specialist

FrankCrum is a Top Workplace!

FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity!

Click here to learn more about FrankCrum!

The Role You'll Play to Create Success

We are excited to announce a full-time 401K Specialist position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by communicating and administering the design and implementation of 401(k) plans, Roth IRAs, and other related programs.

• Communicates with existing and prospective customers to promote the FrankCrum 401(k) retirement program.
• Acts as primary contact for 401k Plan audits, plan transfers, ADP/ACP/Top Heavy testing, Form 5500 filing, and Investment Committee meetings.
• Works with the client and provider to design, adopt, and implement a 401(k) retirement savings plan in accordance with FrankCrum Retirement Plan and IRS regulations.
• Provides administration, ensures proper documentation has been executed, and monitors clients’ retirement plan activities on a daily basis through auditing.
• Maintains thorough knowledge of retirement plan 401(k) regulations and applies that knowledge to ensure compliance and make recommendations.
• Prepares, submits, and maintains employee benefit records and documents.
• Provides guidance and determines eligibility for benefits such as participation, matching contribution, hardships, loans, and distributions.
• Ensures customers understand options and identifies multi-product needs to connect customers to other product specialists.
• Prepares communication and materials for optimal enrollment presentations, and makes presentations by phone, via webinar, and in person.
• Responds to correspondence, email, and phone calls from clients, employees and vendors.
• Educates prospects, clients and employees on the 401K options available.
Proactively monitors and provides quarterly and/or annual updates to clients about their participation, plan performance, and savings compared to national averages.

The Attributes We Seek

Keys to success in this position include knowledge of Federal and state laws regarding employee benefits and insurance such as the PPA, OWBPA, ACA, Section 125, COBRA, HIPAA, and ERISA. Associate’s degree in finance, business, or related field and previous experience with 401(k) administration preferred. High school diploma or equivalent is required.

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is zero dollar paycheck cost for employee's coverage and only two-hundred-twenty-five dollars a month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
• PTO cash out
• Tickets at Work
• Access to the Corporate America Family Credit Union
• Employee and client referral bonus programs
• Paid volunteer time

What's Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!

If you want to play this role to positively impact our clients day-to-day business, then apply now!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

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